Plan Ledger DOL Form 5500 · updated monthly

Sdi, Inc.401(k)

SDI, INC. RETIREMENT SAVINGS PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.68%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Sdi, Inc. reported $93,466 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $968 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.80% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,389th-largest of 3,644 plans among Florida employers on file, and the 783rd of 2,534 in administrative & support services. In 2024, employees put in $5.03 for every $1.00 the employer contributed; active participation has shrunk from 364 to 309 since 2022.

Plan summary
Net assets, end of year$14,619,097
Participants with balances417
Active participants309
Employer contributions$299,239
Employee contributions$1,504,893
Employer contribution per active participant$968
Average account balance$35,058
Benefits paid to participants$1,731,638
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 417 accts · $299K emplr
2023$12.9M · 464 accts · $307K emplr
2022$11.0M · 441 accts · $407K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,996
Investment management$35,470
Total administrative$93,466
The Sdi, Inc. 401(k) match · 2024
Employer contribution per active participant$968
Median for plans this size$2,416
2024$968 per active participant
2023$838 per active participant
2022$1,118 per active participant

Sdi, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$59,474
MMA SECURITIES, LLC · Recordkeeping · Trustee$33,991

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, MMA SECURITIES, LLC
2023ADP, MMA SECURITIES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$93,466 · 0.68%
2023$14,840 · 0.12%
2022$95,606 · 0.80%
Same employer
Similar plansAdministrative & Support Services · Florida
Worksite, LLC. FL$17.3M · 1.30%
Medicus Select, LLC FL$15.4M · 0.26%
Leesar Inc. FL$14.2M · 0.53%
Nesco Resource LLC FL$13.2M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231737774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.